It remains challenging

Written by Patrick Hussy | 08 January 2023
Posted in sentix Economic News

The January data in the sentix economic indices indicate a further improvement. In Euroland, the overall index rises for the third time in a row, improving by 3.5 points to -17.5. There is virtually no change in the assessment of the current situation, with only the expectations values signaling a greater easing of the situation. This basic trend can also be seen in the German economic figures: The assessment of the current situation remains almost unchanged, while expectations have risen by 7.3 points. It can thus be seen that the economic environment remains challenging. Despite the improvement, both subcomponents remain in deep negative territory. There is a glimmer of hope for Asia at the start of the year: expectations for the Asia ex Japan region (especially China) are rising dynamically. The end of the restrictive Corona measures in China is generating hopes of better times ahead.

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sentix Survey results (01-2023)

Written by Manfred Hübner | 08 January 2023
Posted in sentix Weekly

Professionals step out of line

The new year is off to a good start, at least the fears of a dangerous gas shortage in Europe do not seem to be coming true thanks to the mild weather. This leads to sharply falling prices on the energy markets and thus to the hope that the central banks could soon initiate a turnaround in monetary policy. We examine how this environment affects investor expectations.

Further results:

• Bonds: Professionals remain interested
• Silver: Sought after at the start of the year
• sentix Economic Index: Monday, 09.01.2023, 10.30 a.m.

Click here for the full report (requires a sentix registration)

sentix Survey results (52-2022)

Written by Manfred Hübner | 01 January 2023
Posted in sentix Weekly

New Year's issue

Welcome 2023! We wish all sentix participants, customers, friends and supporters a happy new year. At the beginning of the year, major differences in strategic assessment are emerging. While the outlook for equities is mixed, gold is enjoying a high level of popularity.

Further results:

• Equities: Selective bias
• FX: Euro bias dips again
• Gold: Still shiny

Click here for the full report (requires a sentix registration)

sentix Survey results (51-2022)

Written by Patrick Hussy | 25 December 2022
Posted in sentix Weekly

Christmas Edition

We wish you a Merry Christmas with your loved ones and all the best in the New Year. At the same time, we thank you for your active participation in the surveys in 2022. You will find enclosed a brief commentary on the current results.

Further results:

• Equities: Selective Overconfidence
• FX: Continued unrest on the currency side
• sentix investor positioning in equities and bonds

Click here for the full report (requires a sentix registration)

sentix Survey results (50-2022)

Written by Manfred Hübner | 18 December 2022
Posted in sentix Weekly

Is the Christmas rally coming?

Is the Christmas rally coming? A look at the seasonality shows that the next 15-20 or so trading days are usually marked by positive price signs. As always, we have examined whether the seasonal factor can prevail from the perspective of investor sentiment.

Further results:

• Bonds: Historical signal in the TD Index
• Crude oil: Investors gain medium-term confidence
• sentix styles - Investor preferences & behavior

Click here for the full report (requires a sentix registration)